DB Wealth Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $147K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $132K | Hold |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $99K | Buy |
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|
2022
Q1 | $99K | Buy |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $61K | Hold |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $53K | Buy |
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